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Justcall Integration

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Maria Herrell
Updated 2 weeks ago
JustCall is a cloud-based phone system and sales dialer that enables teams to make calls, send texts, and automate call logging. When connected to Pipeline CRM, your calls and SMS conversations are automatically tracked as activities on your contacts.

Before You Start
  • Admin permissions required in both Pipeline CRM and JustCall
  • All users must have matching phone numbers configured in both systems
  • For SMS features: A valid 10DLC campaign registered with JustCall
Part 1: Configure User Phone Numbers
Each Pipeline CRM user must add their JustCall phone number to their profile.
  1. Go to Profile > My Profile > Work Number.
  2. Enter the same phone number you use in JustCall.
  3. Click Save changes.
The phone number must match exactly in both systems for calls to log correctly to the right user.


Part 2: Get Your JustCall API Credentials
  1. In JustCall, click your profile icon in the top right corner.
  2. Click API and Webhooks.
  3. Locate your API Key and API Secret — you'll need these for Pipeline CRM.
⚠️ Note: You must have Admin permissions in JustCall to access your API credentials.

Here's a JustCall guide on how to locate your API credentials.

Part 3: Install the Integration in Pipeline CRM
  1. Go to Settings > Other > App Store.
  2. Scroll to JustCall and click Install.
  3. Click JustCall Service.
  4. Enter your JustCall credentials:
    • Username: Paste your API Key
    • Password: Paste your API Secret
  5. Click Test Connection to verify the setup.
  6. Save changes.

Part 4: Map Activity Categories
  1. In the JustCall integration settings, click the Phone Settings tab.
  2. Use the drop-downs to map each call type to an activity category:
    • Completed incoming calls
    • Completed outgoing calls
    • Missed incoming calls
    • Missed outgoing calls
    • Voice messages (incoming)
    • Voice messages left (outgoing)
  3. Click Save changes.
  4. Click Back to App Store and enable the integration.
💡 Tip: You can use a single "Phone Call" category for all call types, or create separate categories for detailed tracking.


Call Logging
Once configured, Pipeline CRM automatically logs the following as activities:
  • Completed calls (incoming and outgoing)
  • Missed calls (incoming and outgoing)
  • Voice messages (incoming)
  • Call recordings (if enabled in JustCall)
  • Audio files for voice messages (when available)
Set Up SMS Integration
  1. In the JustCall settings, navigate to the SMS Settings tab.
  2. Check the box next to Enable SMS Support.
  3. Map activity categories for incoming and outgoing texts.
  4. Click Save changes.
⚠️ Note: You can only have one SMS integration enabled at a time. Each user's email must match in both JustCall and Pipeline CRM.


Send and Receive SMS Messages
  1. Open a record.
  2. In the Contact Info tile, click the SMS icon.
  3. Type your message in the messenger window.
  4. Click the Send icon.

The messenger window displays delivery status and timestamps. Replies appear in the same window, and you'll receive in-app notifications for new messages.

💡 Tip: If a contact has both work and mobile numbers, toggle Show settings to choose which number receives the SMS.



Make Calls with Click-to-Dial
Pipeline CRM works with Kixie's Chrome browser extension for click-to-dial functionality. When you click a phone number in Pipeline, your browser opens Kixie to connect the call.

Configure SMS Notifications
  1. Go to My Profile > Notifications.
  2. Scroll down and under General locate SMS received.
  3. Choose your preferred notification methods for SMS: in-app, email, or mobile.

What Gets Logged
Once connected, Pipeline CRM automatically logs:
  • Completed calls (incoming and outgoing)
  • Missed calls (incoming and outgoing)
  • Voice messages (incoming)
  • SMS messages (incoming and outgoing)
Activities appear on the associated person or company record.


Need help? Contact support at [email protected]. 
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